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Top AI tools for summarizing earnings calls

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Elina Muceniece

Earnings season is a challenging time for equity analysts and portfolio managers when it comes to time management. Reviewing 5 or more company calls on any given day can eat up many hours, leading to frequent late nights. Automating key parts of the earnings workflow is an easy way to win back time and focus on what matters.

These tools offer AI-driven earnings call summaries to make your earnings season more manageable:

Hudson Labs

The Co‑Analyst by Hudson Labs automates earnings call summarization with speed and accuracy. It generates concise memos that highlight key developments, guidance updates, and top Q&A exchanges. Each summary includes structured tables with figures parsed directly from earnings transcripts and press releases, enabling analysts to review results quickly and with confidence. All insights link to original sources for transparency and verification.

The Co‑Analyst also supports targeted queries, allowing users to summarize specific aspects of an earnings call. Analysts can quickly surface management’s guidance, commentary on artificial intelligence initiatives, or any other focused topic, without reading the full transcript.

Moreover, the Co‑Analyst lets analysts directly compare earnings calls across time and between peer companies. It extracts structured data like guidance figures, key performance indicators, and management commentary from each call and aligns them in consistent tables. This streamlined comparison helps users compare strategies, KPI trends, and evaluate revisions to forward outlooks without manually reviewing transcripts. Read more about Co-Analyst queries to assist your earnings workflow here

Accenture (ACN) discusses its contribution to bookings, revenue, and projects from artificial intelligence during its 2024 Q4 earnings call

Aiera

Aiera is an earnings transcript platform with one-click live audio access, real-time transcription, keyword search, AI-powered Q&A, and advanced summarization tailored to both equity research and corporate clients' use cases.   

AlphaSense

AlphaSense offers earnings call summaries as part of their product suite. The summaries are presented in a bulleted format, ranked by importance, and include clickable citation links for source verification.

See our blog post for 10 alternatives to AlphaSense.

More tools to summarize earnings calls

ChatGPT is the most famous and generalist model that saves people countless hours of menial writing and reading tasks. While it is great for basic tasks and might be able to find the key information you are looking for if you copy and paste the transcript, it leaves a lot to be desired when it comes to working with financial content.

Needl.ai helps investors get deeper insights and quick retrieval of important information from call transcripts. The platform enables users to find questions asked by a shareholder or search for particular metrics in a call with a simple search, as well as spot positive and negative sentiments in earnings call transcripts to make analysis quicker.

Quartr provides access to various documents for public market research, such as live earnings calls, transcripts, filings, slide decks, consensus estimates, etc. It offers both a mobile app and an API for data access. The Workspaces function also allows users to collaborate with their team by taking  notes, saving documents, and collecting highlights from transcripts and filings.

Verity Platform offers a tech product suite that caters to public market investors. Their GenAI Earnings Transcript Summaries are structured summaries that prioritize guidance, KPIs, and key drivers for companies reporting quarterly earnings. The summaries are generated from VerityData’s proprietary LLM and unique prompts guided by industry-leading investment researchers, resulting in a concise, factual, and unbiased summary for investors.

Other major financial research platforms

Bloomberg, FactSet, CapIQ, LSEG (formerly Refinitiv): All major capital market research platforms use AI, ML, and NLP, to some extent, to extract and summarize information. These platforms provide AI-generated summaries directly within their interface.  

Interested in more tools to take your investment analysis workflow to a new level? Check out our other lists of various investment research tools in financial markets:

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